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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,123 | $63,845-76.3% | $81,370-81.4% | $80,959-81.3% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.5%-9.5pp | 67.7%-7.7pp |
| Annual return | 15.51% | 16.37%-0.9pp | 24.85%-9.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $834 | $1,980-57.9% | $2,464-66.2% | $2,757-69.8% |
| Participant deferral / active EE | $1,398 | $3,093-54.8% | $3,885-64.0% | $4,300-67.5% |
| Admin fee / account holder | $1,172 | $5,688-79.4% | $5,749-79.6% | $6,925-83.1% |